Who We Are

At Base Wealth Management, we are fiduciaries who offer comprehensive financial planning and investment management services — to those who are serious about their financial future — as a means of building wealth, increasing peace of mind, and creating more freedom in the lives of our clients.

Dan DiLascia

Founder, Financial Advisor
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Sean Koscho

Financial Advisor
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Kyle Howell

Financial Advisor
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Josh Pisa, CPA, EA

Wealth Advisor
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Alex Wolfe, CFP®

Head of Financial Planning
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Suzy Wilbert

Onboarding Specialist
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Kathie

Administrative Assistant

Nuala Leonard

Operations Manager

Christine Ward

Tax Manager

Dustin Taylor

Marketing Specialist

Base Wealth Management is the foundation to your financial plan

Over the years, we’ve helped CEOs, executives, business professionals, athletes, firefighters, police officers and dozens of other folks from all walks of life make the most of their retirement. When done right, financial planning is about more than just money. It’s about integrity and building relationships – and those things are free.

Base Wealth’s principles are deeply rooted in empathy, kindness, authenticity, honesty and performance. Our aim is to serve as an integral advocate and partner to help our clients lay out the very best financial path for themselves.

For those who are ready, we’re here to help clear your path forward, and then walk with you every step of the way.

Choose your advisor

Dan DiLascia

Sean Koscho

Kyle
Howell

Josh
Pisa

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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-The Base Wealth Team